LWAM
Legacy Wealth Asset Management’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.21M | Sell |
20,499
-55
| -0.3% | -$11.3K | 1.07% | 10 |
|
|
2025
Q1 | $4.57M | Buy |
20,554
+35
| +0.2% | +$7.78K | 1.26% | 7 |
|
|
2024
Q4 | $5.14M | Sell |
20,519
-3,413
| -14% | -$855K | 1.4% | 8 |
|
|
2024
Q3 | $5.58M | Sell |
23,932
-370
| -2% | -$86.2K | 1.5% | 5 |
|
|
2024
Q2 | $5.12M | Buy |
24,302
+584
| +2% | +$123K | 1.44% | 6 |
|
|
2024
Q1 | $4.07M | Buy |
23,718
+3,442
| +17% | +$590K | 1.13% | 9 |
|
|
2023
Q4 | $3.9M | Sell |
20,276
-246
| -1% | -$47.4K | 1.28% | 5 |
|
|
2023
Q3 | $3.51M | Buy |
20,522
+2
| +0% | +$342 | 1.29% | 5 |
|
|
2023
Q2 | $3.98M | Buy |
20,520
+8
| +0% | +$1.55K | 1.39% | 4 |
|
|
2023
Q1 | $3.38M | Sell |
20,512
-83
| -0.4% | -$13.7K | 1.22% | 6 |
|
|
2022
Q4 | $2.68M | Sell |
20,595
-174
| -0.8% | -$22.6K | 1.02% | 8 |
|
|
2022
Q3 | $2.87M | Sell |
20,769
-8
| -0% | -$1.11K | 1.25% | 6 |
|
|
2022
Q2 | $2.84M | Sell |
20,777
-335
| -2% | -$45.8K | 1.15% | 10 |
|
|
2022
Q1 | $3.69M | Sell |
21,112
-1
| -0% | -$175 | 1.31% | 6 |
|
|
2021
Q4 | $3.75M | Sell |
21,113
-314
| -1% | -$55.8K | 1.27% | 7 |
|
|
2021
Q3 | $3.03M | Buy |
21,427
+116
| +0.5% | +$16.4K | 1.39% | 7 |
|
|
2021
Q2 | $2.92M | Sell |
21,311
-152
| -0.7% | -$20.8K | 1.3% | 8 |
|
|
2021
Q1 | $2.62M | Sell |
21,463
-197
| -0.9% | -$24.1K | 1.21% | 8 |
|
|
2020
Q4 | $2.87M | Buy |
+21,660
| New | +$2.87M | 1.45% | 5 |
|